$67.2 Million is the total value of Dougherty Wealth Advisers LLC's 149 reported holdings in Q3 2021. The portfolio turnover from Q2 2021 to Q3 2021 was 14.9% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VUG | Sell | VANGUARD GROWTH INDEX FUNDetf | $11,645,000 | +1.1% | 40,132 | -0.0% | 17.33% | +1.9% |
| ITOT | Sell | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETFetf | $8,281,000 | -0.8% | 84,172 | -0.4% | 12.32% | -0.0% |
| VOE | Sell | VANGUARD MID-CAP VALUE INDEX FUNDetf | $7,608,000 | -0.6% | 54,496 | -0.0% | 11.32% | +0.1% |
| VIOG | Buy | VANGUARD S&P SMALL-CAP 600 GROWTH ETFetf | $4,677,000 | -1.8% | 20,824 | +0.0% | 6.96% | -1.0% |
| VWO | Buy | VANGUARD FTSE EMERGING MARKETS ETFetf | $4,211,000 | -7.9% | 84,204 | +0.0% | 6.27% | -7.2% |
| QQQ | Sell | INVESCO QQQ TRUSTetf | $3,182,000 | -2.6% | 8,890 | -3.6% | 4.74% | -1.9% |
| IJR | ISHARES S&P SMALL-CAP FUNDetf | $2,566,000 | -3.4% | 23,502 | 0.0% | 3.82% | -2.6% | |
| IXUS | Sell | ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETFetf | $2,426,000 | -3.4% | 34,174 | -0.3% | 3.61% | -2.6% |
| AAPL | APPLE INC COMstock | $1,898,000 | +3.3% | 13,414 | 0.0% | 2.82% | +4.1% | |
| VNQ | Buy | VANGUARD REAL ESTATE ETFetf | $1,809,000 | +0.1% | 17,769 | +0.1% | 2.69% | +0.9% |
| MSFT | MICROSOFT CORP COMstock | $1,244,000 | +4.1% | 4,412 | 0.0% | 1.85% | +4.9% | |
| GOOGL | ALPHABET INC CAP STK CL Astock | $765,000 | +9.6% | 286 | 0.0% | 1.14% | +10.4% | |
| GOOG | ALPHABET INC CAP STK CL Cstock | $762,000 | +6.3% | 286 | 0.0% | 1.13% | +7.1% | |
| FB | FACEBOOK INC CL Astock | $643,000 | -2.4% | 1,894 | 0.0% | 0.96% | -1.6% | |
| JPM | JPMORGAN CHASE & CO COMstock | $601,000 | +5.3% | 3,674 | 0.0% | 0.89% | +6.0% | |
| UNP | UNION PAC CORP COMstock | $581,000 | -10.8% | 2,962 | 0.0% | 0.86% | -10.0% | |
| XLY | CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUNDetf | $558,000 | +0.5% | 3,111 | 0.0% | 0.83% | +1.2% | |
| V | VISA INC COM CL Astock | $538,000 | -4.8% | 2,416 | 0.0% | 0.80% | -4.0% | |
| CRM | SALESFORCE COM INC COMstock | $477,000 | +10.9% | 1,760 | 0.0% | 0.71% | +11.8% | |
| BWB | BRIDGEWATER BANCSHARES INC COM ACCD INVstock | $438,000 | +8.4% | 25,000 | 0.0% | 0.65% | +9.2% | |
| AMZN | AMAZON COM INC COMstock | $417,000 | -4.6% | 127 | 0.0% | 0.62% | -3.9% | |
| XLP | CONSUMER STAPLES SELECT SECTOR SPDR FUNDetf | $405,000 | -1.7% | 5,882 | 0.0% | 0.60% | -0.8% | |
| DHR | DANAHER CORPORATION COMstock | $378,000 | +13.5% | 1,240 | 0.0% | 0.56% | +14.2% | |
| VTI | VANGUARD TOTAL STOCK MARKET INDEX FUNDetf | $352,000 | -0.3% | 1,585 | 0.0% | 0.52% | +0.6% | |
| IWS | ISHARES RUSSELL MID-CAP VALUE ETFetf | $349,000 | -1.7% | 3,086 | 0.0% | 0.52% | -1.0% | |
| XLI | INDUSTRIAL SELECT SECTOR SPDR FUNDetf | $316,000 | -4.5% | 3,229 | 0.0% | 0.47% | -3.9% | |
| SBUX | STARBUCKS CORP COMstock | $312,000 | -1.6% | 2,831 | 0.0% | 0.46% | -0.9% | |
| NEE | NEXTERA ENERGY INC COMstock | $265,000 | +7.3% | 3,376 | 0.0% | 0.39% | +7.9% | |
| IVV | Sell | ISHARES CORE S&P 500 ETFetf | $263,000 | -17.6% | 611 | -17.5% | 0.39% | -17.0% |
| JNJ | JOHNSON & JOHNSON COMstock | $262,000 | -2.2% | 1,624 | 0.0% | 0.39% | -1.5% | |
| BLK | BLACKROCK INC COMstock | $234,000 | -4.1% | 279 | 0.0% | 0.35% | -3.3% | |
| PNC | PNC FINL SVCS GROUP INC COMstock | $229,000 | +2.7% | 1,168 | 0.0% | 0.34% | +3.6% | |
| UNH | UNITEDHEALTH GROUP INC COMstock | $223,000 | -2.6% | 571 | 0.0% | 0.33% | -1.8% | |
| VXUS | VANGUARD TOTAL INTERNATIONAL STOCK ETFetf | $218,000 | -4.0% | 3,451 | 0.0% | 0.32% | -3.3% | |
| ACN | ACCENTURE PLC IRELAND SHS CLASS Astock | $211,000 | +8.8% | 658 | 0.0% | 0.31% | +9.8% | |
| NOC | NORTHROP GRUMMAN CORP COMstock | $209,000 | -0.5% | 579 | 0.0% | 0.31% | +0.3% | |
| LOW | LOWES COS INC COMstock | $196,000 | +4.8% | 966 | 0.0% | 0.29% | +5.8% | |
| AON | AON PLC SHS CL Astock | $188,000 | +19.7% | 659 | 0.0% | 0.28% | +20.7% | |
| SPY | Sell | SPDR S&P 500 ETFetf | $185,000 | -18.5% | 430 | -18.9% | 0.28% | -17.9% |
| ANSS | ANSYS INC COMstock | $180,000 | -2.2% | 529 | 0.0% | 0.27% | -1.5% | |
| LMT | LOCKHEED MARTIN CORP COMstock | $159,000 | -9.1% | 462 | 0.0% | 0.24% | -8.1% | |
| AMP | AMERIPRISE FINL INC COMstock | $159,000 | +6.0% | 603 | 0.0% | 0.24% | +6.8% | |
| ABBV | ABBVIE INC COMstock | $154,000 | -4.3% | 1,430 | 0.0% | 0.23% | -3.8% | |
| MMC | MARSH & MCLENNAN COS INC COMstock | $149,000 | +7.2% | 986 | 0.0% | 0.22% | +8.3% | |
| BKNG | BOOKING HOLDINGS INC COMstock | $145,000 | +9.0% | 61 | 0.0% | 0.22% | +10.2% | |
| ORLY | OREILLY AUTOMOTIVE INC COMstock | $144,000 | +7.5% | 236 | 0.0% | 0.21% | +8.1% | |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADSadr | $143,000 | -7.1% | 1,282 | 0.0% | 0.21% | -6.2% | |
| INTC | Sell | INTEL CORP COMstock | $142,000 | -6.6% | 2,660 | -1.8% | 0.21% | -5.8% |
| LSXMK | LIBERTY MEDIA CORP DEL COM C SIRIUSXMstock | $140,000 | +2.9% | 2,942 | 0.0% | 0.21% | +3.5% | |
| MDT | MEDTRONIC PLC SHSstock | $138,000 | +0.7% | 1,100 | 0.0% | 0.20% | +1.5% | |
| LBRDK | LIBERTY BROADBAND CORP COM SER Cstock | $138,000 | -0.7% | 801 | 0.0% | 0.20% | 0.0% | |
| SBAC | SBA COMMUNICATIONS CORP NEW CL Areit | $137,000 | +3.8% | 415 | 0.0% | 0.20% | +4.6% | |
| RSP | INVESCO S&P 500 EQUAL WEIGHT ETFetf | $135,000 | -0.7% | 900 | 0.0% | 0.20% | 0.0% | |
| SHW | SHERWIN WILLIAMS CO COMstock | $134,000 | +2.3% | 480 | 0.0% | 0.20% | +3.1% | |
| HON | HONEYWELL INTL INC COMstock | $131,000 | -3.0% | 615 | 0.0% | 0.20% | -2.0% | |
| BAC | Sell | BK OF AMERICA CORP COMstock | $130,000 | -11.6% | 3,055 | -14.1% | 0.19% | -11.1% |
| NXPI | NXP SEMICONDUCTORS N V COMstock | $129,000 | -5.1% | 659 | 0.0% | 0.19% | -4.5% | |
| FICO | FAIR ISAAC CORP COMstock | $129,000 | -20.9% | 324 | 0.0% | 0.19% | -20.3% | |
| TECH | BIO-TECHNE CORP COMstock | $126,000 | +7.7% | 259 | 0.0% | 0.19% | +8.1% | |
| FIS | FIDELITY NATL INFORMATION SVCS COMstock | $126,000 | -14.3% | 1,039 | 0.0% | 0.19% | -13.8% | |
| BIIB | BIOGEN INC COMstock | $121,000 | -18.2% | 428 | 0.0% | 0.18% | -17.8% | |
| ASML | ASML HOLDING N V N Y REGISTRY SHSadr | $120,000 | +8.1% | 161 | 0.0% | 0.18% | +9.1% | |
| ILMN | ILLUMINA INC COMstock | $120,000 | -14.9% | 297 | 0.0% | 0.18% | -13.9% | |
| AMT | AMERICAN TOWER CORP NEW COMreit | $119,000 | -2.5% | 450 | 0.0% | 0.18% | -1.7% | |
| IDXX | IDEXX LABS INC COMstock | $118,000 | -1.7% | 190 | 0.0% | 0.18% | -0.6% | |
| CSCO | CISCO SYS INC COMstock | $117,000 | +2.6% | 2,154 | 0.0% | 0.17% | +3.6% | |
| TT | TRANE TECHNOLOGIES PLC SHSstock | $113,000 | -6.6% | 657 | 0.0% | 0.17% | -6.1% | |
| BA | BOEING CO COMstock | $110,000 | -8.3% | 499 | 0.0% | 0.16% | -7.3% | |
| MSI | MOTOROLA SOLUTIONS INC COM NEWstock | $106,000 | +7.1% | 456 | 0.0% | 0.16% | +8.2% | |
| CPRT | COPART INC COMstock | $104,000 | +5.1% | 752 | 0.0% | 0.16% | +6.2% | |
| AZN | ASTRAZENECA PLC SPONSORED ADRadr | $103,000 | 0.0% | 1,722 | 0.0% | 0.15% | +0.7% | |
| ALL | ALLSTATE CORP COMstock | $103,000 | -1.9% | 807 | 0.0% | 0.15% | -1.3% | |
| VTV | New | VANGUARD VALUE INDEX FUNDetf | $100,000 | – | 740 | +100.0% | 0.15% | – |
| IEX | IDEX CORP COMstock | $98,000 | -5.8% | 473 | 0.0% | 0.15% | -5.2% | |
| PKG | PACKAGING CORP AMER COMstock | $96,000 | +2.1% | 696 | 0.0% | 0.14% | +2.9% | |
| TRV | TRAVELERS COMPANIES INC COMstock | $95,000 | +1.1% | 628 | 0.0% | 0.14% | +1.4% | |
| FDX | FEDEX CORP COMstock | $89,000 | -26.4% | 407 | 0.0% | 0.13% | -26.3% | |
| VHT | VANGUARD HEALTH CARE INDEX FUNDetf | $87,000 | +1.2% | 350 | 0.0% | 0.13% | +1.6% | |
| XLK | TECHNOLOGY SELECT SECTOR SPDR FUNDetf | $75,000 | +1.4% | 500 | 0.0% | 0.11% | +2.8% | |
| CDW | CDW CORP COMstock | $75,000 | +4.2% | 410 | 0.0% | 0.11% | +5.7% | |
| ADP | AUTOMATIC DATA PROCESSING INC COMstock | $75,000 | +1.4% | 374 | 0.0% | 0.11% | +2.8% | |
| ECL | ECOLAB INC COMstock | $70,000 | +1.4% | 337 | 0.0% | 0.10% | +2.0% | |
| LSXMA | LIBERTY MEDIA CORP DEL COM A SIRIUSXMstock | $69,000 | 0.0% | 1,471 | 0.0% | 0.10% | +1.0% | |
| CCI | CROWN CASTLE INTL CORP NEW COMreit | $68,000 | -11.7% | 394 | 0.0% | 0.10% | -11.4% | |
| BR | BROADRIDGE FINL SOLUTIONS INC COMstock | $67,000 | +3.1% | 403 | 0.0% | 0.10% | +4.2% | |
| MTD | METTLER TOLEDO INTERNATIONAL COMstock | $67,000 | -1.5% | 49 | 0.0% | 0.10% | 0.0% | |
| IWV | ISHARES RUSSELL 3000 ETFetf | $64,000 | 0.0% | 250 | 0.0% | 0.10% | 0.0% | |
| LBRDA | LIBERTY BROADBAND CORP COM SER Astock | $62,000 | 0.0% | 367 | 0.0% | 0.09% | 0.0% | |
| WFC | Sell | WELLS FARGO CO NEW COMstock | $61,000 | -3.2% | 1,312 | -5.4% | 0.09% | -2.2% |
| GGG | GRACO INC COMstock | $61,000 | -7.6% | 877 | 0.0% | 0.09% | -6.2% | |
| EEM | ISHARES MSCI EMERGING MARKETS ETFetf | $61,000 | -7.6% | 1,201 | 0.0% | 0.09% | -6.2% | |
| FAF | FIRST AMERN FINL CORP COMstock | $60,000 | +7.1% | 894 | 0.0% | 0.09% | +7.2% | |
| GLW | CORNING INC COMstock | $53,000 | -10.2% | 1,444 | 0.0% | 0.08% | -9.2% | |
| LSTR | LANDSTAR SYS INC COMstock | $51,000 | 0.0% | 321 | 0.0% | 0.08% | +1.3% | |
| COLM | COLUMBIA SPORTSWEAR CO COMstock | $50,000 | -2.0% | 518 | 0.0% | 0.07% | -1.3% | |
| ATR | APTARGROUP INC COMstock | $50,000 | -15.3% | 421 | 0.0% | 0.07% | -14.9% | |
| IWM | New | ISHARES RUSSELL 2000 ETFetf | $49,000 | – | 223 | +100.0% | 0.07% | – |
| VO | VANGUARD MID-CAP INDEX FUNDetf | $47,000 | 0.0% | 200 | 0.0% | 0.07% | +1.4% | |
| TGT | TARGET CORP COMstock | $46,000 | -4.2% | 200 | 0.0% | 0.07% | -4.2% | |
| FTV | FORTIVE CORP COMstock | $44,000 | +2.3% | 618 | 0.0% | 0.06% | +3.2% | |
| DIS | DISNEY WALT CO COMstock | $43,000 | -2.3% | 252 | 0.0% | 0.06% | -1.5% | |
| BLKB | BLACKBAUD INC COMstock | $42,000 | -6.7% | 592 | 0.0% | 0.06% | -6.1% | |
| VRTX | VERTEX PHARMACEUTICALS INC COMstock | $40,000 | -11.1% | 222 | 0.0% | 0.06% | -9.1% | |
| MRK | MERCK & CO INC COMstock | $38,000 | -2.6% | 500 | 0.0% | 0.06% | -1.7% | |
| WEX | WEX INC COMstock | $38,000 | -7.3% | 214 | 0.0% | 0.06% | -6.6% | |
| VIG | VANGUARD DIVIDEND APPRECIATION INDEX FUNDetf | $38,000 | -2.6% | 250 | 0.0% | 0.06% | -1.7% | |
| FWONK | LIBERTY MEDIA CORP DEL COM SER C FRMLAstock | $38,000 | +8.6% | 735 | 0.0% | 0.06% | +9.6% | |
| MKL | MARKEL CORP COMstock | $37,000 | 0.0% | 31 | 0.0% | 0.06% | 0.0% | |
| LHX | L3HARRIS TECHNOLOGIES INC COMstock | $36,000 | +2.9% | 162 | 0.0% | 0.05% | +3.8% | |
| SYNH | SYNEOS HEALTH INC CL Astock | $35,000 | -2.8% | 400 | 0.0% | 0.05% | -1.9% | |
| SPEU | Sell | SPDR PORTFOLIO EUROPE ETFetf | $34,000 | -34.6% | 840 | -32.8% | 0.05% | -33.8% |
| Sell | GENERAL ELECTRIC CO COM NEWstock | $33,000 | +230.0% | 325 | -56.7% | 0.05% | +226.7% | |
| XLF | Buy | FINANCIAL SELECT SECTOR SPDR FUNDetf | $33,000 | +13.8% | 870 | +8.8% | 0.05% | +14.0% |
| WPC | WP CAREY INC COMreit | $29,000 | -3.3% | 400 | 0.0% | 0.04% | -2.3% | |
| JBHT | HUNT J B TRANS SVCS INC COMstock | $26,000 | +4.0% | 155 | 0.0% | 0.04% | +5.4% | |
| DSI | ISHARES MSCI KLD 400 SOCIAL ETFetf | $25,000 | 0.0% | 301 | 0.0% | 0.04% | 0.0% | |
| COST | COSTCO WHSL CORP NEW COMstock | $23,000 | +9.5% | 52 | 0.0% | 0.03% | +9.7% | |
| EFA | New | ISHARES MSCI EAFE ETFetf | $23,000 | – | 295 | +100.0% | 0.03% | – |
| GLD | SPDR GOLD SHARESetf | $22,000 | 0.0% | 135 | 0.0% | 0.03% | +3.1% | |
| BABA | ALIBABA GROUP HLDG LTD SPONSORED ADSadr | $22,000 | -35.3% | 151 | 0.0% | 0.03% | -34.0% | |
| KO | COCA COLA CO COMstock | $21,000 | -4.5% | 400 | 0.0% | 0.03% | -3.1% | |
| FNDB | New | SCHWAB FUNDAMENTAL U.S. BROAD MARKET INDEX ETFetf | $20,000 | – | 381 | +100.0% | 0.03% | – |
| CRBN | ISHARES MSCI ACWI LOW CARBON TARGET ETFetf | $17,000 | 0.0% | 105 | 0.0% | 0.02% | 0.0% | |
| FWONA | LIBERTY MEDIA CORP DEL COM SER A FRMLAstock | $17,000 | +6.2% | 367 | 0.0% | 0.02% | +4.2% | |
| SCZ | New | ISHARES MSCI EAFE SMALL-CAP ETFetf | $17,000 | – | 235 | +100.0% | 0.02% | – |
| XOM | EXXON MOBIL CORP COMstock | $16,000 | -5.9% | 270 | 0.0% | 0.02% | -4.0% | |
| VGT | New | VANGUARD INFORMATION TECHNOLOGY INDEX FUNDetf | $15,000 | – | 37 | +100.0% | 0.02% | – |
| KMI | KINDER MORGAN INC DEL COMstock | $13,000 | -13.3% | 800 | 0.0% | 0.02% | -13.6% | |
| SPLV | New | INVESCO S&P 500 LOW VOLATILITY ETFetf | $13,000 | – | 211 | +100.0% | 0.02% | – |
| DFE | Sell | WISDOMTREE EUROPE SMALLCAP DIVIDEND FUNDetf | $13,000 | -55.2% | 181 | -54.8% | 0.02% | -55.8% |
| IXN | Buy | ISHARES GLOBAL TECH ETFetf | $12,000 | +9.1% | 204 | +500.0% | 0.02% | +12.5% |
| VIS | Sell | VANGUARD INDUSTRIALS INDEX FUNDetf | $9,000 | -69.0% | 50 | -66.7% | 0.01% | -69.8% |
| DBEF | New | X-TRACKERS MSCI EAFE HEDGED EQUITY ETFetf | $7,000 | – | 175 | +100.0% | 0.01% | – |
| VBR | New | VANGUARD SMALL-CAP VALUE INDEX FUNDetf | $5,000 | – | 28 | +100.0% | 0.01% | – |
| XLV | New | HEALTH CARE SELECT SECTOR SPDR FUNDetf | $3,000 | – | 24 | +100.0% | 0.00% | – |
| HD | HOME DEPOT INC COMstock | $2,000 | 0.0% | 6 | 0.0% | 0.00% | 0.0% | |
| SQ | SQUARE INC CL Astock | $2,000 | 0.0% | 8 | 0.0% | 0.00% | 0.0% | |
| VCR | New | VANGUARD CONSUMER DISCRETIONARY INDEX FUNDetf | $2,000 | – | 7 | +100.0% | 0.00% | – |
| VOX | New | VANGUARD COMMUNICATION SERVICES ETFetf | $2,000 | – | 13 | +100.0% | 0.00% | – |
| OGN | ORGANON & CO COMMON STOCKstock | $2,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% | |
| AMCX | AMC NETWORKS INC CL Astock | $2,000 | 0.0% | 36 | 0.0% | 0.00% | 0.0% | |
| PG | PROCTER AND GAMBLE CO COMstock | $1,000 | 0.0% | 8 | 0.0% | 0.00% | 0.0% | |
| VZ | VERIZON COMMUNICATIONS INC COMstock | $1,000 | 0.0% | 25 | 0.0% | 0.00% | 0.0% | |
| VXX | New | IPATH SERIES B S&P 500 VIX SHORT-TERM FUTURES ETNetf | $1,000 | – | 30 | +100.0% | 0.00% | – |
| XLE | New | ENERGY SELECT SECTOR SPDR FUNDetf | $1,000 | – | 20 | +100.0% | 0.00% | – |
| CIGI | COLLIERS INTL GROUP INC SUB VTG SHSstock | $1,000 | 0.0% | 10 | 0.0% | 0.00% | 0.0% | |
| MANU | Exit | MANCHESTER UTD PLC NEW ORD CL Astock | $0 | – | -25 | -100.0% | 0.00% | – |
| WAB | WABTEC COMstock | $0 | – | 4 | 0.0% | 0.00% | – | |
| SH | PROSHARES SHORT S&P 500etf | $0 | – | 25 | 0.0% | 0.00% | – | |
| PHYS | SPROTT PHYSICAL GOLD TR UNITcef | $0 | – | 30 | 0.0% | 0.00% | – | |
| HRL | Exit | HORMEL FOODS CORP COMstock | $0 | – | -200 | -100.0% | -0.02% | – |
| ABT | Exit | ABBOTT LABS COMstock | $0 | – | -100 | -100.0% | -0.02% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-11-02
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD GROWTH INDEX FUND | 20 | Q3 2023 | 31.1% |
| VANGUARD MID-CAP VALUE INDEX FUND | 20 | Q3 2023 | 14.3% |
| VANGUARD FTSE EMERGING MARKETS ETF | 20 | Q3 2023 | 6.8% |
| VANGUARD S&P SMALL-CAP 600 GROWTH ETF | 20 | Q3 2023 | 7.9% |
| ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | 20 | Q3 2023 | 13.7% |
| ISHARES S&P SMALL-CAP FUND | 20 | Q3 2023 | 6.2% |
| APPLE INC COM | 20 | Q3 2023 | 6.6% |
| ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF | 20 | Q3 2023 | 3.9% |
| VANGUARD REAL ESTATE ETF | 20 | Q3 2023 | 3.3% |
| MICROSOFT CORP COM | 20 | Q3 2023 | 3.3% |
View Dougherty Wealth Advisers LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-26 |
| 13F-HR | 2024-01-22 |
| 13F-HR | 2023-10-25 |
| 13F-HR | 2023-08-03 |
| 13F-HR | 2023-04-14 |
| 13F-HR | 2023-01-19 |
| 13F-HR | 2022-10-13 |
| 13F-HR | 2022-07-19 |
| 13F-HR | 2022-04-29 |
| 13F-HR | 2022-01-27 |
View Dougherty Wealth Advisers LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.